ESG 0.00% 86.5¢ eastern star gas limited

asian contracts, page-3

  1. 3,666 Posts.
    ...always just over the brow of the next hill, King. :)

    Kinda hard to sell gas for your second train when you don't have the gas. A 'credibility gap'. I think that is called 'short-selling' - selling stuff you don't yet own. Santos know all about that. Not sure that Asian buyers are that interested in Santos' short-sold second train.

    Buyers generally like some evidence that you can deliver.

    But, would love to be proved wrong. Santos finds a customer/equity partner for GLNG, Santos finds extra gas hidden down the back of Knoxie's couch... and ESG can go its own way with its own plans. Win-win?

    If I were an Asian buyer, I would be saying to Santos:

    "Mr Knox, you go get your leserves for yor second tlain, then we talk. Until then, we only talk wis Mr Casey."Sank you vely much."

    and, "is Rara Bingl still single?"

    Yaq

 
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